Supervisor / Manager – Business Services Group

Wertz & Associates; Glen Allen (VA); Hybrid; USD 103,000 - 127,000; Full time

Job summary

Wertz & Associates in Glen Allen, VA seeks a Supervisor/Manager to lead the Business Services Group, guiding tax and advisory engagements for privately held businesses, government contractors, nonprofits, healthcare providers, and professional service firms.

You will mentor staff, manage client relationships, and contribute to business development while delivering practical, timely solutions with senior leadership visibility.

Responsibilities

• Plan, supervise, and complete multiple client engagements.
• Serve as a primary point of contact for assigned clients.
• Manage engagement timelines, budgets, and deliverables.
• Monitor realization and profitability of engagements.
• Communicate proactively regarding engagement status and scope changes.

Job description

Supervisor / Manager - Business Services Group

Tax Advisory | Client Relationship Management | Team Leadership | Career Advancement

Compensation: $103,000–$127,000 Base + Performance Bonus + Exceptional Benefits Package

Location: Glen Allen, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm recognized as one of Virginia's top workplaces, is seeking a Supervisor / Manager to join its Business Services Group (BSG).

This is more than a traditional tax and accounting management role.

It's an opportunity to serve as a trusted advisor to privately held businesses, government contractors, nonprofit organizations, healthcare providers, construction companies, professional service firms, and high-net-worth clients while leading engagement teams, developing staff, and helping drive client success.

As a Supervisor or Manager, you'll become a primary point of contact for clients, oversee complex tax and advisory engagements, provide mentorship to accounting professionals, and contribute to business development initiatives. The position offers significant visibility with firm leadership and a clear path toward continued advancement.

If you're seeking a role that combines technical expertise, leadership responsibilities, client advisory work, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $103,000–$127,000 base salary
• Flexible hybrid work environment
• Top-ranked Virginia public accounting firm
• Best Places to Work and Top Workplace recognition
• Diverse tax, accounting, and advisory engagements
• Significant client-facing responsibilities
• Opportunity to lead and mentor growing teams
• Direct exposure to firm Principals and leadership
• Strong professional development support
• Business development and practice growth opportunities
• Clear path toward senior leadership advancement

Exceptional candidates with strong business advisory experience, management expertise, or specialized tax knowledge may be considered above the posted compensation range.

About the Firm

Our client is a leading public accounting and advisory firm serving privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans.

Core services include:

• Tax Planning & Compliance
• Accounting Services
• Business Advisory Services
• Audit & Assurance
• Estate & Trust Services
• Strategic Consulting

The firm combines the personalized service of a boutique practice with the resources and technical capabilities of a larger regional firm, creating an environment where professionals can thrive while making a meaningful impact on their clients.

The Opportunity

As a Supervisor / Manager within the Business Services Group, you'll oversee a broad range of tax, accounting, and advisory engagements while serving as a key leader within the organization.

You'll gain exposure to:

• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Individual Tax Planning
• Trust & Estate Tax Matters
• Business Advisory Services
• Financial Forecasting
• Budgeting & Analysis
• Client Relationship Management
• Leadership & Staff Development

This position provides an exceptional blend of technical accounting expertise, client consulting, operational leadership, and practice development.

Key Responsibilities

Client Engagement Leadership

• Plan, supervise, and complete multiple client engagements
• Serve as a primary point of contact for assigned clients
• Manage engagement timelines, budgets, and deliverables
• Monitor realization and profitability of engagements
• Communicate proactively regarding engagement status and scope changes

Tax & Advisory Services

• Review individual, partnership, S-corporation, C-corporation, trust, and estate tax returns
• Perform technical tax research and document conclusions
• Identify tax planning opportunities and advisory recommendations
• Assist with IRS and state tax notices and examinations
• Provide proactive business and tax guidance to clients

Client Relationship Management

• Build and maintain strong client relationships
• Anticipate client needs and provide year-round support
• Identify opportunities for additional services
• Deliver exceptional client service and responsiveness
• Assist with client onboarding and relationship expansion

Leadership & Staff Development

• Supervise Staff Accountants, Senior Accountants, and other team members
• Provide coaching, training, and performance feedback
• Assist with recruiting, hiring, and retention initiatives
• Foster teamwork and employee development
• Promote accountability and professional excellence

Practice Growth

• Participate in networking and business development activities
• Support proposal development and new client opportunities
• Collaborate with firm leadership on strategic initiatives
• Help improve processes and operational efficiencies
• Contribute to continued growth of the Business Services Group

Qualifications